Investor

RIVERSEDGE ADVISORS, LLC

Portfolio Total Value

$433,121,000.00

Number of Stocks

107

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SCHX $42,357,000.0 9.82%
Added 198.1%
1,827,314 $23.18 $28.14
Added 21.4%
$19.08 $66.02
UITB $31,987,000.0 7.41%
Added 4.6%
695,989 $45.96 $47.12
Added 2.52%
$45.0 $48.31
SPYG $31,903,000.0 7.39%
Reduced 1.29%
362,947 $87.9 $112.34
Added 27.8%
$66.89 $92.02
SPYV $27,827,000.0 6.45%
Added 0.68%
544,149 $51.14 $59.11
Added 15.58%
$46.36 $55.42
AAPL $23,244,000.0 5.39%
Added 0.62%
92,823 $250.42 $271.06
Added 8.24%
$164.08 $260.1
IEFA $22,380,000.0 5.19%
Reduced 0.75%
318,443 $70.28 $94.92
Added 35.06%
$68.74 $78.83
RSP $22,168,000.0 5.14%
Added 0.87%
126,513 $175.23 $202.03
Added 15.29%
$155.79 $188.16
SCHF $20,905,000.0 4.84%
Added 102.75%
1,130,027 $18.5 $26.31
Added 42.22%
$18.08 $40.66
DFIV $18,429,000.0 4.27%
Added 0.8%
519,429 $35.48 $54.16
Added 52.65%
$33.22 $38.52
SCHA $16,695,000.0 3.87%
Added 98.42%
645,618 $25.86 $32.23
Added 24.63%
$22.41 $50.79
$16,241,000.0 3.76%
Reduced 0.38%
628,285 $25.85 $nan
Reduced nan%
$nan $nan
EMXC $14,464,000.0 3.35%
Reduced 0.17%
260,862 $55.45 $90.45
Added 63.12%
$53.94 $63.25
VEA $13,695,000.0 3.17%
Added 1.39%
286,398 $47.82 $68.14
Added 42.49%
$46.72 $53.4
VWO $12,668,000.0 2.94%
Added 0.89%
287,661 $44.04 $59.02
Added 34.01%
$39.43 $49.57
VUG $9,030,000.0 2.09%
Reduced 0.46%
22,003 $410.43 $83.25
Reduced 79.72%
$317.59 $428.69
VTEB $7,349,000.0 1.7%
Reduced 1.06%
146,599 $50.13 $50.47
Added 0.68%
$49.49 $51.17
USHY $7,116,000.0 1.65%
Added 9.13%
193,424 $36.79 $37.25
Added 1.25%
$35.55 $37.72
VIOV $6,767,000.0 1.57%
Reduced 0.17%
72,516 $93.33 $110.44
Added 18.33%
$80.83 $102.53
JMUB $6,484,000.0 1.5%
Added 1.82%
129,301 $50.15 $50.54
Added 0.78%
$49.76 $51.31
VTWG $5,324,000.0 1.23%
Reduced 0.33%
25,338 $210.14 $261.58
Added 24.48%
$176.55 $231.13
VTV $5,238,000.0 1.21%
Added 0.41%
30,945 $169.3 $203.53
Added 20.22%
$149.62 $182.38
SPEM $4,431,000.0 1.03%
Added 1.08%
115,481 $38.37 $51.26
Added 33.59%
$33.94 $42.88
VBK $4,395,000.0 1.02%
Added 7.09%
15,697 $280.05 $335.15
Added 19.68%
$233.0 $304.59
HYD $3,408,000.0 0.79%
Added 4.79%
65,668 $51.91 $51.21
Reduced 1.35%
$50.68 $53.1
SCHV $3,404,000.0 0.79%
Added 441.31%
130,596 $26.07 $32.03
Added 22.86%
$23.25 $78.8
HYMB $3,313,000.0 0.77%
Reduced 0.07%
129,527 $25.58 $25.22
Reduced 1.41%
$24.96 $26.33
NVDA $3,221,000.0 0.75%
Added 1.73%
23,986 $134.29 $208.27
Added 55.09%
$59.94 $153.13
MSFT $3,119,000.0 0.72%
Added 8.06%
7,402 $421.51 $424.62
Added 0.74%
$385.58 $468.35
VBR $2,820,000.0 0.65%
Added 11.25%
14,231 $198.18 $230.89
Added 16.51%
$173.32 $219.01
MUB $2,409,000.0 0.56%
Added 3.77%
22,618 $106.55 $107.37
Added 0.77%
$105.0 $108.81
IVV $1,738,000.0 0.4%
Reduced 0.27%
2,953 $588.71 $717.28
Added 21.84%
$485.19 $612.09
SCHG $1,659,000.0 0.38%
No Change
59,544 $27.87 $32.92
Added 18.12%
$21.28 $29.14
GOOGL $1,633,000.0 0.38%
Added 2.53%
8,631 $189.29 $344.4
Added 81.94%
$130.67 $202.29
AMZN $1,556,000.0 0.36%
Added 17.97%
7,095 $219.4 $263.99
Added 20.32%
$151.61 $235.44
PLTR $1,443,000.0 0.33%
Added 0.26%
19,086 $75.63 $143.09
Added 89.2%
$16.03 $84.8
VGT $1,312,000.0 0.3%
Added 0.57%
2,110 $621.81 $104.16
Reduced 83.25%
$478.25 $648.66
IVW $1,293,000.0 0.3%
Added 0.12%
12,740 $101.53 $129.76
Added 27.8%
$77.2 $106.33
GOOG $1,084,000.0 0.25%
Added 6.95%
5,697 $190.43 $342.32
Added 79.76%
$131.55 $203.84
LGLV $1,056,000.0 0.24%
Reduced 2.61%
6,392 $165.22 $180.11
Added 9.01%
$145.91 $178.3
IWO $978,000.0 0.23%
Added 0.35%
3,400 $287.86 $358.2
Added 24.44%
$242.63 $317.62
IDEV $1,012,000.0 0.23%
No Change
15,701 $64.47 $87.76
Added 36.13%
$62.19 $71.54
BRK.B $951,000.0 0.22%
Added 2.64%
2,099 $453.28 $nan
Reduced nan%
$nan $nan
MCO $923,000.0 0.21%
Added 0.88%
1,951 $473.37 $456.05
Reduced 3.66%
$360.05 $503.95
FB $854,000.0 0.2%
Added 7.2%
1,460 $585.51 $43.66
Reduced 92.54%
$0.0 $0.0
XLF $840,000.0 0.19%
No Change
17,398 $48.33 $51.42
Added 6.39%
$38.25 $51.62
BND $827,000.0 0.19%
No Change
11,508 $71.91 $73.86
Added 2.71%
$70.37 $75.67
COST $840,000.0 0.19%
Added 5.4%
917 $916.41 $1,011.15
Added 10.34%
$675.96 $1,008.25
VTI $733,000.0 0.17%
Added 0.24%
2,530 $289.77 $352.05
Added 21.49%
$239.86 $302.95
CRM $676,000.0 0.16%
Added 5.42%
2,024 $334.33 $178.16
Reduced 46.71%
$212.0 $369.0
TSM $691,000.0 0.16%
Added 22.81%
3,500 $197.49 $402.46
Added 103.79%
$112.61 $224.08
JNJ $641,000.0 0.15%
Reduced 0.43%
4,433 $144.63 $227.5
Added 57.3%
$140.68 $168.85
ABBV $646,000.0 0.15%
Added 2.36%
3,639 $177.69 $198.71
Added 11.83%
$153.58 $207.32
AVGO $645,000.0 0.15%
Added 9.09%
2,784 $231.82 $422.76
Added 82.37%
$117.43 $251.88
IEMG $627,000.0 0.15%
Added 200.73%
12,008 $52.22 $78.17
Added 49.69%
$48.31 $59.0
JPM $619,000.0 0.14%
Added 7.62%
2,585 $239.75 $308.28
Added 28.58%
$168.86 $264.25
CIL $547,000.0 0.13%
Reduced 0.11%
13,103 $41.81 $56.91
Added 36.12%
$40.52 $46.1
CVX $557,000.0 0.13%
Added 3.55%
3,850 $144.83 $185.21
Added 27.88%
$135.37 $167.11
SHM $563,000.0 0.13%
Reduced 3.5%
11,895 $47.39 $47.95
Added 1.18%
$46.76 $48.2
MCD $513,000.0 0.12%
Added 5.16%
1,773 $289.81 $299.36
Added 3.3%
$243.53 $317.9
SUB $510,000.0 0.12%
Added 21.26%
4,837 $105.49 $106.67
Added 1.12%
$103.53 $106.3
VOO $473,000.0 0.11%
Added 0.46%
879 $539.1 $656.42
Added 21.76%
$443.75 $559.96
SPLG $476,000.0 0.11%
No Change
6,915 $68.94 $80.0
Added 16.04%
$56.8 $71.65
BAC $433,000.0 0.1%
Added 4.65%
9,866 $43.95 $52.05
Added 18.43%
$32.35 $48.08
V $430,000.0 0.1%
Added 14.45%
1,362 $316.02 $309.42
Reduced 2.09%
$252.7 $325.74
ISRG $443,000.0 0.1%
Added 5.07%
849 $521.96 $482.22
Reduced 7.61%
$362.14 $613.91
HD $435,000.0 0.1%
Added 11.9%
1,119 $389.0 $335.89
Reduced 13.65%
$323.77 $439.37
TSLA $424,000.0 0.1%
Added 32.7%
1,051 $403.84 $376.3
Reduced 6.82%
$138.8 $488.54
ABT $390,000.0 0.09%
Added 3.82%
3,453 $113.13 $91.13
Reduced 19.45%
$99.71 $121.64
TPL $400,000.0 0.09%
Added 1.69%
362 $1,105.13 $438.91
Reduced 60.28%
$467.62 $1,769.14
IWF $338,000.0 0.08%
Reduced 0.71%
842 $401.72 $479.14
Added 19.27%
$310.51 $419.53
VV $348,000.0 0.08%
Added 0.39%
1,293 $269.77 $328.27
Added 21.69%
$221.94 $280.79
LECO $346,000.0 0.08%
No Change
1,850 $187.47 $260.0
Added 38.69%
$169.51 $261.13
NVO $324,000.0 0.08%
Added 6.95%
3,768 $86.02 $41.17
Reduced 52.14%
$78.17 $148.15
SAP $281,000.0 0.07%
Added 21.29%
1,145 $246.21 $175.26
Reduced 28.82%
$172.33 $269.29
BMY $318,000.0 0.07%
Added 11.55%
5,632 $56.56 $58.71
Added 3.8%
$39.35 $61.08
MAR $301,000.0 0.07%
Added 3.15%
1,080 $278.99 $367.15
Added 31.6%
$204.55 $295.45
SCHE $298,000.0 0.07%
Reduced 4.0%
11,221 $26.63 $35.88
Added 34.74%
$23.73 $30.25
KO $264,000.0 0.06%
Reduced 6.7%
4,247 $62.27 $76.63
Added 23.06%
$57.93 $73.53
SPY $253,000.0 0.06%
Added 0.23%
433 $586.17 $713.94
Added 21.8%
$482.86 $609.07
ASML $255,000.0 0.06%
Added 25.94%
369 $693.08 $1,457.7
Added 110.32%
$645.45 $1,110.09
ETN $260,000.0 0.06%
Reduced 5.77%
784 $331.87 $423.92
Added 27.74%
$241.45 $379.99
HURN $277,000.0 0.06%
No Change
2,234 $124.26 $126.51
Added 1.81%
$84.26 $131.06
NFLX $257,000.0 0.06%
Added 1.4%
289 $891.32 $92.44
Reduced 89.63%
$537.07 $941.75
BX $246,000.0 0.06%
Added 3.4%
1,429 $172.39 $121.65
Reduced 29.43%
$115.82 $200.96
DVN $272,000.0 0.06%
Added 13.55%
8,330 $32.73 $47.94
Added 46.47%
$30.39 $55.09
HYLB $258,000.0 0.06%
No Change
7,009 $36.92 $36.75
Reduced 0.46%
$34.71 $36.94
ADP $268,000.0 0.06%
Added 4.21%
916 $292.8 $196.53
Reduced 32.88%
$231.27 $309.63
EFA $243,000.0 0.06%
No Change
3,225 $75.61 $101.77
Added 34.6%
$73.91 $84.56
BABA $225,000.0 0.05%
Added 40.95%
2,664 $84.79 $135.82
Added 60.18%
$68.36 $117.82
HSBC $234,000.0 0.05%
No Change
4,742 $49.46 $89.69
Added 81.34%
$36.93 $51.6
ADBE $203,000.0 0.05%
No Change
393 $517.78 $245.44
Reduced 52.6%
$403.75 $638.25
UNH $226,000.0 0.05%
No Change
387 $584.94 $354.92
Reduced 39.32%
$436.38 $630.73
SHEL $225,000.0 0.05%
Added 18.37%
3,602 $62.65 $89.13
Added 42.27%
$60.15 $74.61
BLDR $202,000.0 0.05%
No Change
1,044 $193.86 $90.04
Reduced 53.55%
$130.75 $214.7
GPC $235,000.0 0.05%
No Change
1,688 $139.68 $108.74
Reduced 22.15%
$112.74 $164.45
LLY $208,000.0 0.05%
No Change
235 $885.94 $883.96
Reduced 0.22%
$624.68 $972.53
MRK $235,000.0 0.05%
No Change
2,077 $113.56 $111.9
Reduced 1.46%
$94.48 $134.63
ORLY $206,000.0 0.05%
No Change
174 $1,185.8 $93.13
Reduced 92.15%
$947.49 $1,283.96
RY $222,000.0 0.05%
No Change
1,848 $120.51 $175.33
Added 45.49%
$93.97 $128.05
XOM $206,000.0 0.05%
Added 11.01%
1,916 $107.57 $148.91
Added 38.43%
$97.74 $126.34
MUFG $141,000.0 0.03%
No Change
12,065 $11.72 $17.29
Added 47.53%
$8.75 $12.56
SAN $78,000.0 0.02%
Added 14.25%
17,220 $4.56 $11.96
Added 162.28%
$3.83 $5.27
MFG $73,000.0 0.02%
Added 45.95%
15,078 $4.89 $8.11
Added 65.85%
$3.45 $5.31
BBD $36,000.0 0.01%
No Change
13,810 $2.66 $3.94
Added 48.12%
$1.84 $3.36
ABEV $30,000.0 0.01%
No Change
12,675 $2.44 $2.88
Added 18.03%
$1.76 $2.72
LYG $54,000.0 0.01%
Added 16.43%
20,078 $2.72 $5.34
Added 96.32%
$2.0 $3.24
LOAN $13,000.0 0.0%
No Change
13,231 $1.0 $4.46
Added 346.0%
$4.6 $5.9

Put Options

Stock Options % Change
AAPL 10,100 0.0%